Tell Erin how you work
Describe a process the way you would to a new hire. Erin turns it into a routine that runs on a schedule or when something happens, and asks before anything goes out.
CRM
ChatWorks with the tools you already use, whichever email, calendar or CRM that is.
Examples to borrow
Add one as it is, or open it in the builder and change it to fit how your team works.
Decision record
Every leadership decision kept with its owner, reasoning and review date.
DocumentsChatPriorities cascaded
Company priorities turned into team and individual goals, each with an owner and a measure.
DocumentsChatPre-mortem
Before a big commitment, what could make it fail and the early signs to watch.
DocumentsQuiet deals restarted
Deals that have gone quiet get a relevant next step, drafted for the owner.
CRMChatSame-day client follow-up
A follow-up drafted after every client call, with next steps logged.
Meeting notesCRM
EmailForecast you can defend
The CRM updated after each call, and stale deals that distort the forecast flagged.
CRMCash position
The weekly cash position and the movements that matter.
AccountingBoard papers, first draft
The monthly board pack drafted from finance and KPI data, variances flagged.
Accounting
SpreadsheetsVariance explained
After month end, draft explanations for material variances.
SpreadsheetsEmail1:1 agenda
Open items, wins and concerns for each recurring one-to-one.
CalendarChatWorkload and wellbeing
Overload in diaries and workloads spotted, with suggested changes.
CalendarPlan versus delivery
What got done against what was planned, with the cause of each gap.
Task trackerChatDelivery pulse
A weekly summary of what the team delivered, from the tools they use.
Task trackerChatInvestor letter, first draft
The regular investor update drafted from the month’s numbers and news.
SpreadsheetsEmailRaise pipeline
Investors matched to your round, warm paths found, every conversation tracked.
CRMEmailStart-of-day focus
What moves your priorities today, what is at risk and what can wait.
EmailCalendarWalk-in context
The people, the history and what you want from each meeting.
CalendarEmailMeeting to action
Actions listed with owners and follow-ups drafted when a meeting ends.
Meeting notesEmailDescribe it
Say or type the process. Mention the tools you use and when it should happen.
Erin drafts it
You see when it runs, what it reads, what it does, and where it asks for your approval.
Connect and go
Sign up, connect the tools it needs, and the first run happens on schedule.